Investor Details
| Filer Name: | LONGVIEW PARTNERS LTD |
|---|---|
| CIK: | 1426092 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 24 |
| Portfolio Value: | $13.39B |
Longview Partners Ltd Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| BKNG | US | BOOKING HOLDINGS INC | 153,883 | $765M | 5.71% | -6.7% | - |
| FI | US | FISERV INC | 3,670,985 | $754M | 5.63% | -10.2% | - |
| AXP | US | AMERICAN EXPRESS CO | 2,493,891 | $740M | 5.53% | -4.3% | - |
| ORCL | US | ORACLE CORP | 4,192,761 | $699M | 5.22% | -8.8% | - |
| TJX | US | TJX COMPANIES INC | 5,571,546 | $673M | 5.03% | -5.2% | - |
| MCO | US | MOODY'S CORP | 1,408,904 | $667M | 4.98% | -4.1% | - |
| GOOGL | US | ALPHABET INC-CL A | 3,435,134 | $650M | 4.86% | -4.2% | - |
| V | US | VISA INC-CLASS A SHARES | 1,999,968 | $632M | 4.72% | -4.2% | - |
| FIS | US | FIDELITY NATIONAL INFO SERV | 7,685,077 | $621M | 4.64% | -4.1% | - |
| MSFT | US | MICROSOFT CORP | 1,447,613 | $610M | 4.56% | -4.1% | - |
| SPGI | US | S&P GLOBAL INC | 1,192,653 | $594M | 4.44% | -4.1% | - |
| MMC | US | MARSH & MCLENNAN COS | 2,561,114 | $544M | 4.06% | -4.0% | - |
| HCA | US | HCA HEALTHCARE INC | 1,760,538 | $528M | 3.95% | -4.1% | - |
| AON | US | AON PLC-CLASS A | 1,468,131 | $527M | 3.94% | -4.0% | - |
| ADBE | US | ADOBE INC | 1,141,686 | $508M | 3.79% | -4.1% | - |
| TMO | US | THERMO FISHER SCIENTIFIC INC | 970,804 | $505M | 3.77% | -4.1% | - |
| UNH | US | UNITEDHEALTH GROUP INC | 995,862 | $504M | 3.76% | -4.1% | - |
| SYY | US | SYSCO CORP | 6,294,484 | $481M | 3.59% | -4.0% | - |
| BDX | US | BECTON DICKINSON AND CO | 1,979,950 | $449M | 3.35% | -4.0% | - |
| CDW | US | CDW CORP/DE | 2,557,883 | $445M | 3.32% | -4.1% | - |